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BCS Private Wealth Management’s PepsiCo PEP Stock Holding History

BCS Private Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$860K Buy
5,537
+3,005
+119% +$468K 0.26% 74
2025
Q4 		$367K Hold
2,532
– – 0.13% 123
2025
Q3 		$356K Hold
2,532
– – 0.13% 121
2025
Q2 		$334K Buy
+2,532
New +$341K 0.13% 124

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BCS Private Wealth Management's PEP Position: Q1 2026 in Review

BCS Private Wealth Management increased its PepsiCo (PEP) stake by 119% in Q1 2026, buying an estimated $468K and bringing the position to 5,537 shares worth $860K. The position accounts for 0.26% of the portfolio, ranked #74.

BCS Private Wealth Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • BCS Private Wealth Management held 5,537 shares of PepsiCo worth $860K as of Q1 2026.
  • BCS Private Wealth Management bought 3,005 PepsiCo shares in Q1 2026, an estimated $468K.
  • PepsiCo made up 0.26% of BCS Private Wealth Management's portfolio in Q1 2026, its #74 holding.
  • BCS Private Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.